Is a Roth Conversion Right for Me?
In certain circumstances, a Roth IRA conversion may help reduce taxes, but it’s a complex strategy that requires analysis to determine its suitability for you.
ABOUT THE AUTHOR
Corey Orthengren, MPA
Financial Planner
Corey Orthengren is a member of our Financial Planning Team. Prior to joining RGT, he worked as a commercial credit analyst for Amarillo National Bank, a regional bank in Amarillo, Texas. In his position, Corey did the underwriting for many commercial and industrial loans the bank made.
Corey graduated from West Texas A&M University with a bachelor’s in finance and accounting and a Master of Professional Accounting. He has passed the CFA Level 1 exam and is currently in pursuit of a CPA license and CFP certification.
Corey Orthengren
